Fairman Group’s Williams Companies WMB Stock Holding History

Fairman Group’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.94K	Hold	58	–	–	﹤0.01%	235
2026 Q2	$4.31K	Hold	58	–	–	﹤0.01%	226
2026 Q1	$4.22K	Sell	58 -725	-93%	-$50.2K	﹤0.01%	213
2025 Q4	$47.1K	Buy	783 +58	+8%	+$3.51K	0.04%	104
2025 Q3	$45.9K	Hold	725	–	–	0.04%	108
2025 Q2	$45.5K	Hold	725	–	–	0.04%	105
2025 Q1	$48.7K	Sell	725 -175	-19%	-$10K	0.04%	98
2024 Q4	$48.7K	Hold	900	–	–	0.04%	108
2024 Q3	$41.1K	Hold	900	–	–	0.04%	119
2024 Q2	$38.2K	Hold	900	–	–	0.04%	121
2024 Q1	$35.1K	Hold	900	–	–	0.03%	114
2023 Q4	$31.3K	Buy	+900	New	+$31.6K	0.03%	128

Other funds holding WMB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Fairman Group's WMB Position: Q3 2026 in Review

Fairman Group held its Williams Companies (WMB) position steady in Q3 2026 at 58 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Fairman Group first reported a position in WMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $48.7K in Q1 2025. 853 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Fairman Group held 58 shares of Williams Companies worth $3.94K as of Q3 2026.
Fairman Group left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up ﹤0.01% of Fairman Group's portfolio in Q3 2026, its #235 holding.
Fairman Group first reported a position in Williams Companies in Q4 2023 and has held it in 12 quarters since.
Fairman Group's Williams Companies position peaked at $48.7K in Q1 2025.
853 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.